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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
701
Merit Financial Group
Georgia
$623K +$109K +426 +19%
CIA
702
Concurrent Investment Advisors
Florida
$623K +$130K +509 +24%
AFC
703
AFT Forsyth & Company
Florida
$601K -$179K -700 -21%
OWA
704
Outlook Wealth Advisors
Texas
$599K -$6.64K -26 -1%
KA
705
Kozak & Associates
Colorado
$599K – – –
SC
706
Savant Capital
Illinois
$594K -$57.9K -227 -8%
GS
707
GTS Securities
Florida
$593K -$64.8K -254 -9%
PFWA
708
Paces Ferry Wealth Advisors
Georgia
$592K – – –
DWT
709
Dorsey & Whitney Trust
South Dakota
$586K +$146K +573 +30%
BW
710
BIP Wealth
Georgia
$581K +$248K +971 +64%
SQA
711
Simon Quick Advisors
New Jersey
$580K +$282K +1,106 +80%
WF
712
Welch & Forbes
Massachusetts
$576K -$9.19K -36 -1%
TAM
713
Trust Asset Management
Texas
$573K +$626K +2,453 New
MCM
714
MAI Capital Management
Ohio
$572K -$1.28K -5 -0.2%
IAA
715
Independent Advisor Alliance
North Carolina
$570K -$35.5K -139 -5%
BFG
716
Birch Financial Group
New Hampshire
$562K -$25K -98 -4%
FTWA
717
Fifth Third Wealth Advisors
Ohio
$560K +$73.5K +288 +14%
WS
718
Wedbush Securities
California
$560K +$13.3K +52 +2%
PCA
719
Pallas Capital Advisors
Massachusetts
$558K -$556K -2,177 -48%
KPWS
720
Kestra Private Wealth Services
Texas
$549K +$240K +941 +67%
TAP
721
Tounjian Advisory Partners
Florida
$544K +$595K +2,330 New
BP
722
Ballentine Partners
Massachusetts
$542K +$69.9K +274 +13%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$540K +$41.6K +163 +8%
ECM
724
Evergreen Capital Management
Washington
$540K +$97.2K +381 +20%
TA
725
Tectonic Advisors
Texas
$539K – – –
27 28
29
30 31